At Oristan Ireland DAC, we make the investment process straightforward, transparent, and secure. Whether you’re an experienced investor or just beginning your fixed-income strategy, our team ensures you are fully informed and supported at every step.
How It Works
From First Contact to Fully Allocated — A Seamless Investment Journey
Once you express interest, one of our licensed investment professionals will reach out for an introductory call. We’ll take the time to understand your financial goals, risk appetite, time horizon, and expected returns.
This is a no-obligation conversation designed to match your needs with suitable investment options.
As a fully regulated investment firm, we are required to complete standard onboarding checks, including:
- AML (Anti-Money Laundering) and KYC (Know Your Customer) verification
- CRS/FATCA self-certification for tax residency
- Risk profiling and investment suitability assessment
You’ll be guided through this process via our secure onboarding platform or with direct assistance from our support team.
Based on your profile, we will present a shortlist of carefully selected investment opportunities, such as:
- Fixed-rate corporate or sovereign bonds
- Alternative investment funds (AIFs)
- Discretionary portfolio solutions
Each option comes with full documentation, including term sheets, risk disclosure, and product structure breakdown.
Some investment options may also qualify for protection under the Deposit Guarantee Scheme (DGS) — up to €100,000 for single accounts and €200,000 for joint accounts, per institution.
Once you’ve selected your investment:
- You will review and sign the investment contract
- Payment instructions will be issued, including the account details of the regulated custodian or special purpose vehicle (SPV)
- After payment, you’ll receive a confirmation and receipt
All client funds are held with regulated financial institutions under full legal protection.
Upon successful allocation, you will be granted access to your investment dashboard. Here, you can:
- View your holdings and documents
- Track performance and income payments
- Download statements or valuations at any time
Our team will remain in touch for periodic reviews and to keep you updated on new opportunities.
Ready to Begin?
You can get started today with a minimum investment of €50,000.